Some financial advisors I speak to say they don’t do any marketing. But, in reality, that is far from the truth:

In reality, marketing is everything you do to attract and retain business. How you position yourself and how you are perceived in the marketplace is extremely important. This means that every time you write or speak, you have an opportunity to educate people, build trust and reinforce your positioning – and that's an opportunity you don't want to miss. But an opportunity can also be a challenge. In this case, the challenge is how to make your marketing copy work for you. Good marketers follow some basic guidelines, which are outlined below.   1. Define your objective

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